MAG
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Mayfair Advisory Group’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Mayfair Advisory Group’s Portfolio FSMD Stock Details FSMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$539K Buy
10,582
+1,297
+14% +$64.1K 0.16% 95
2026
Q1 		$415K Buy
9,285
+3,027
+48% +$139K 0.15% 114
2025
Q4 		$278K Buy
+6,258
New +$274K 0.11% 143

Other funds holding FSMD

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
LSWP
Liberty Square Wealth Partners Bethlehem, Pennsylvania $420M AUM 24.56% 1-Year Est. Return

Mayfair Advisory Group's FSMD Position: Q2 2026 in Review

Mayfair Advisory Group increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 14% in Q2 2026, buying an estimated $64.1K and bringing the position to 10,582 shares worth $539K. The position accounts for 0.16% of the portfolio, ranked #95.

Mayfair Advisory Group first reported a position in FSMD in Q4 2025 and has held it in 3 quarters since. 134 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Mayfair Advisory Group held 10,582 shares of Fidelity Small-Mid Multifactor ETF worth $539K as of Q2 2026.
  • Mayfair Advisory Group bought 1,297 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $64.1K.
  • Fidelity Small-Mid Multifactor ETF made up 0.16% of Mayfair Advisory Group's portfolio in Q2 2026, its #95 holding.
  • Mayfair Advisory Group first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2025 and has held it in 3 quarters since.
  • 134 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Mayfair Advisory Group's 13F filing for Q2 2026, filed 11 Aug 2026.